
Listen to the audio version of this article (generated by AI). Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the metal that performs well regardless of rates… how Jonathan Rose views it Friday’s jobs report was, on its face, … Read more

ACM Research retreats 9% as recent gains fade
The whipping post
SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. PhonlamaiPhoto/iStock via Getty Images Shares of ACM Research (ACMR), a semiconductor process equipment developer, slumped almost 9% on Monday, closing at $76.17 after falling $7.21 on the session. The slide counteracted some recent gains, … Read more

Chartstopper: October 2, 2026
The whipping post
This Week This week saw odds of a Federal Reserve rate hike at the end of the month fall from 70% to 20%. The reasons being: Fed voters said as much (in “Fedspeak”). New York Fed President John Williams said there’s “no need for urgency,” while Fed Vice Chair Philip Jefferson said the Fed may … Read more

5% Was the Line – We’re Now at 5.25%
Listen to the audio version of this article (generated by AI). Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy As I write on Monday morning, stocks are selling off due to geopolitical disappointments over the weekend. President Donald Trump rejected Iran’s latest … Read more

Ford Motor vs. Tesla: What Revenue Trends Reveal About These Automotive Titans
Key Points Over the last eight quarters, Ford Motor consistently generates higher total revenue volume than Tesla, although Tesla demonstrates a much faster rate of top-line expansion. Both companies have displayed notably uneven quarter-over-quarter revenue patterns, featuring multiple distinct periods of sequential contraction followed by strong subsequent rebounds rather than a steady upward trajectory. Investors … Read more